[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-243301-105":53,"doc-detail-243301-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","drooms-index-startup-fundraising-data-room-checklist","DROOMS INDEX - Startup fundraising data room checklist","","Startup fundraising data room checklist covering the core documents and data points investors expect during due diligence. The index supports startups preparing for a fundraising round by outlining essential material across company, product and technology, market and strategy, traction and metrics, financials, legal and compliance, and team and HR. 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It outlines the core documents and data points investors require during due diligence. While comprehensive, not every item may apply to your company’s current stage or business model. Every startup journey is different—some materials may need to be added, others removed. You are encouraged to tailor the structure to reflect your unique business case and industry context.  \nTo make things easier, we also provide you with a free Excel template and suggested folder structure, available as a .zip file, so you can get started right away. For a guide on how to upload the index into your data room, please read this article.  \n>  Download checklist in .xlsx  \n>  Download checklist as .zip file  \nChecklist overview  \n1. Introduction  \n1.1. Executive Summary / Pitch Deck  \n1.2. One-Pager  \n1.3. Investment Memo (if available)  \nVersion 2 · May 2025 · Classification: Public [drooms.com | 1](drooms.com | 1)  \nDROOMS INDEX: Startup checklist  \n1.4. FAQ for Investors  \n1.5. Data Room Access Instructions  \n1.6. Contact Information Sheet  \n2. Company Overview  \n2.1. Company Profile & History  \n2.2. Mission, Vision & Values  \n2.3. Organisational Chart  \n2.4. Founders & Key Team Bios  \n2.5. Advisory Board / Key External Stakeholders  \n2.6. Business Model Description  \n2.7. Cap Table (current and projected post-funding)  \n2.8. Shareholder Agreements  \n2.9. Articles of Association / Incorporation  \n2.10. Board Resolutions  \n2.11. Company Milestones Timeline  \n3. Product & Technology  \n3.1. Product Overview  \n3.2. Product Roadmap  \n3.3. Demos / Screenshots / Access to Sandbox  \n3.4. Technology Stack  \n3.5. Architecture Diagrams  \n3.6. Infrastructure / Hosting Setup  \n3.7. Security & Compliance Policies  \n3.8. Intellectual Property Register  \n3.9. Patent Filings / Trademarks / Copyrights  \n3.10. Source Code Repositories & Documentation  \n3.11. R&D Strategy & Notes  \n4. Market & Strategy  \n4.1. Market Research / TAM-SAM-SOM  \n4.2. Competitive Landscape  \n4.3. Go-to-Market Strategy  \n4.4. Customer Segments & Personas  \n4.5. User Acquisition Strategy  \n4.6. Sales Funnel & CRM Export  \n4.7. Marketing Channels & Analytics  \n4.8. Partnership Strategy  \nVersion 2 · May 2025 · Classification: Public [drooms.com | 2](drooms.com | 2)  \nDROOMS INDEX: Startup checklist  \n4.9. Customer Testimonials & Case Studies  \n5. Traction & Metrics  \n5.1. Monthly Recurring Revenue (MRR)  \n5.2. Customer Growth Charts  \n5.3. Churn & Retention Rates  \n5.4. Customer Lifetime Value (LTV) / CAC  \n5.5. Product Usage & Engagement Data  \n5.6. Top Customers or Logos  \n5.7. Waitlist / Beta Test Data  \n5.8. Partnership Agreements / LOIs  \n6. Financials  \n6.1. Historical Financial Statements (last 1–3 years)  \n6.2. Monthly P&L  \n6.3. Financial Model (3-5 year projection)  \n6.4. Budget vs Actual Analysis  \n6.5. Burn Rate & Runway Analysis  \n6.6. Funding History & Convertible Instruments  \n6.7. Current Fundraising Terms / Use of Funds  \n6.8. Bank Statements (last 3-6 months)  \n6.9. Loan Agreements (if any)  \n7. Legal & Compliance  \n7.1. Company Registration Documents  \n7.2. Employment Contracts (Founders + Key Staff)  \n7.3. NDAs / Contractor Agreements  \n7.4. IP Assignment Agreements  \n7.5. Terms of Use / Privacy Policy (Product)  \n7.6. Data Processing Agreements (DPAs)  \n7.7. GDPR / CCPA Compliance Overview  \n7.8. Pending / Past Legal Issues  \n7.9. Insurance Policies (e.g., D&O, cyber)  \n8. Team & HR  \n8.1. Team Overview & Org Chart  \n8.2. Hiring Plan (next 12-24 months)  \n8.3. Employee Handbook / Policies  \n8.4. Culture & Values Document  \n8.5. ESOP Plan & Option Pool Summary  \nVersion 2 · May 2025 · Classification: Public [drooms.com | 3](drooms.com | 3)  \nDROOMS INDEX: Startup checklist  \n8.6. Equity Grant Letters  \n8.7. Performance Review Processes  \n9. Miscellaneo","cbCaiagzJwNbgAmh","https://ap.wps.com/l/cbCaiagzJwNbgAmh","pdf",708244,"English","# Introduction\n## Executive Summary / Pitch Deck\n## One-Pager\n## Investment Memo (if available)\n## FAQ for Investors\n## Data Room Access Instructions\n## Contact Information Sheet\n# Company Overview\n## Company Profile & History\n## Mission, Vision & Values\n## Organisational Chart\n## Founders & Key Team Bios\n## Advisory Board / Key External Stakeholders\n## Business Model Description\n## Cap Table (current and projected post-funding)\n## Shareholder Agreements\n## Articles of Association / Incorporation\n## Board Resolutions\n## Company Milestones Timeline\n# Product & Technology\n## Product Overview\n## Product Roadmap\n## Demos / Screenshots / Access to Sandbox\n## Technology Stack\n## Architecture Diagrams\n## Infrastructure / Hosting Setup\n## Security & Compliance Policies\n## Intellectual Property Register\n## Patent Filings / Trademarks / Copyrights\n## Source Code Repositories & Documentation\n## R&D Strategy & Notes\n# Market & Strategy\n## Market Research / TAM-SAM-SOM\n## Competitive Landscape\n## Go-to-Market Strategy\n## Customer Segments & Personas\n## User Acquisition Strategy\n## Sales Funnel & CRM Export\n## Marketing Channels & Analytics\n## Partnership Strategy\n## Customer Testimonials & Case Studies\n# Traction & Metrics\n## Monthly Recurring Revenue (MRR)\n## Customer Growth Charts\n## Churn & Retention Rates\n## Customer Lifetime Value (LTV) / CAC\n## Product Usage & Engagement Data\n## Top Customers or Logos\n## Waitlist / Beta Test Data\n## Partnership Agreements / LOIs\n# Financials\n## Historical Financial Statements (last 1–3 years)\n## Monthly P&L\n## Financial Model (3-5 year projection)\n## Budget vs Actual Analysis\n## Burn Rate & Runway Analysis\n## Funding History & Convertible Instruments\n## Current Fundraising Terms / Use of Funds\n## Bank Statements (last 3-6 months)\n## Loan Agreements (if any)\n# Legal & Compliance\n## Company Registration Documents\n## Employment Contracts (Founders + Key Staff)\n## NDAs / Contractor Agreements\n## IP Assignment Agreements\n## Terms of Use / Privacy Policy (Product)\n## Data Processing Agreements (DPAs)\n## GDPR / CCPA Compliance Overview\n## Pending / Past Legal Issues\n## Insurance Policies (e.g., D&O, cyber)\n# Team & HR\n## Team Overview & Org Chart\n## Hiring Plan (next 12-24 months)\n## Employee Handbook / Policies\n## Culture & Values Document\n## ESOP Plan & Option Pool Summary\n## Equity Grant Letters\n## Performance Review Processes\n# Miscellaneous (Optional)\n## Press Coverage & PR Materials\n## Awards & Recognition\n## Board Meeting Minutes\n## Letters of Intent / MoUs\n## Other Supporting Documents","[{\"question\":\"What is the purpose of the DROOMS INDEX in a fundraising process?\",\"answer\":\"It provides a structured startup checklist for investor due diligence, outlining the core documents and data points investors typically require during a fundraising round.\"},{\"question\":\"Should all checklist items be included for every startup?\",\"answer\":\"No. The index is comprehensive, but it recommends tailoring the structure so it reflects the startup’s current stage and business model, adding or removing materials as needed.\"},{\"question\":\"Which key sections does the checklist cover for investor due diligence?\",\"answer\":\"It spans Introduction, Company Overview, Product \\u0026 Technology, Market \\u0026 Strategy, Traction \\u0026 Metrics, Financials, Legal \\u0026 Compliance, Team \\u0026 HR, and optional Miscellaneous items.\"}]","DROOMS INDEX - Startup fundraising data room checklist | PDF",1789202454]